Mitchell Capital Management CO
Assets Under Management
$861.0M
Number of Clients
316
Number of Advisors
5
Avg. Portfolio per Client
$2.7M
Avg. Managed per Advisor
$172.2M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Mitchell Capital Management Co (MCM) specializes in investment management for employee benefit plans, corporations, foundations, charitable organizations, and individuals (trusts, estates, and IRAs). MCM invests in stocks, fixed income securities, ETFs, and mutual funds. Financial planning is included as part of the investment management fee. MCM also acts as a sub-advisor for accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10,000,000. This schedule assumes normal investment responsibility as defined by the Securities and Exchange Commission & ERISA. Client instructions that alter these management responsibilities may require negotiated fee adjustments.
Fee Estimator
Areas of Practice
Location
11460 Tomahawk Creek Parkway, Suite 410, Leawood, KS, 66211-7822